A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney? Read more
Trustee
Life is unpredictable. At least some uncertainties and concerns can be addressed with a good estate plan that offers a wide range of benefits intended to protect one’s well-being and family’s wealth. Read more
The person you have placed in charge of your estate under a Will is called a ‘Personal Representative’ or ‘Executor/Executrix.’ Read more
Estate planning is an activity many families, especially in lower-income communities, don’t often use, despite its many benefits. Two-thirds of Americans don’t have a will, according to the 2022 Caring.com survey. Read more
Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust. Read more
When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. Read more
The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate. Read more
If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires. Read more
Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate. Read more
Unless you’re a member of the Addams family, thinking about death probably isn’t your favorite afternoon activity. However, not thinking about it can cause even more pain when death ultimately does come knocking. Read more
